Mariner Wealth Advisors-Cincinnati, LLC 13F 持仓 · 最近申报 2018年Q3
Mariner Wealth Advisors-Cincinnati 在 2018年Q3(报告期截至 2018-09-30)的 SEC 13F 申报中报告了 284 只证券,申报市值合计 18.13 亿美元。前几大持仓:EFA(7.48%)、SCHX(3.95%)、IVV(3.69%)。本季前 25 大持仓中:增持 24 只、减持 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | EFA | ISHARES TR | $135.6M | 7.48% | 2.0M | 增持 |
| 2 | SCHX | SCHWAB STRATEGIC TR | $71.6M | 3.95% | 1.0M | 增持 |
| 3 | IVV | ISHARES TR | $67.0M | 3.69% | 228,712 | 增持 |
| 4 | IWM | ISHARES TR | $51.2M | 2.83% | 303,970 | 增持 |
| 5 | V | VISA INC | $40.7M | 2.24% | 270,881 | 增持 |
| 6 | BDX | BECTON DICKINSON & CO | $36.2M | 2.00% | 138,667 | 增持 |
| 7 | UNH | UNITEDHEALTH GROUP INC | $33.7M | 1.86% | 126,714 | 增持 |
| 8 | SYK | STRYKER CORP | $30.1M | 1.66% | 169,312 | 增持 |
| 9 | SCHF | SCHWAB STRATEGIC TR | $29.9M | 1.65% | 893,105 | 增持 |
| 10 | TJX | TJX COS INC NEW | $30.0M | 1.65% | 267,650 | 增持 |
| 11 | MMM | 3M CO | $29.8M | 1.64% | 141,334 | 增持 |
| 12 | MRK | MERCK & CO INC | $29.1M | 1.61% | 410,889 | 增持 |
| 13 | PG | PROCTER AND GAMBLE CO | $29.1M | 1.61% | 349,594 | 增持 |
| 14 | DFJ | WISDOMTREE TR | $28.9M | 1.60% | 373,976 | 减持 |
| 15 | AAPL | APPLE INC | $27.4M | 1.51% | 121,394 | 增持 |
| 16 | BAC | BANK AMER CORP | $27.2M | 1.50% | 921,882 | 增持 |
| 17 | JNJ | JOHNSON & JOHNSON | $26.6M | 1.47% | 192,769 | 增持 |
| 18 | RTX | UNITED TECHNOLOGIES CORP | $26.5M | 1.46% | 189,639 | 增持 |
| 19 | LOW | LOWES COS INC | $26.1M | 1.44% | 227,566 | 增持 |
| 20 | MCHP | MICROCHIP TECHNOLOGY INC | $26.1M | 1.44% | 330,884 | 增持 |
| 21 | CVS | CVS HEALTH CORP | $26.0M | 1.43% | 330,166 | 增持 |
| 22 | MRSH | MARSH & MCLENNAN COS INC | $24.8M | 1.37% | 300,173 | 增持 |
| 23 | FISV | FISERV INC | $24.6M | 1.36% | 298,827 | 增持 |
| 24 | APD | AIR PRODS & CHEMS INC | $23.8M | 1.32% | 142,689 | 增持 |
| 25 | CCL | CARNIVAL CORP | $24.0M | 1.32% | 375,879 | 增持 |
来源:SEC 13F 申报文件 · 截至 2018-09-30
本期 13F-HR 中的全部持仓,以及相对上季度的变化。
13F 持仓,最新季度
来源SEC EDGAR13F-HR